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0 0.00131600820080906 0.00134371363661554 0.00134371363661554 0.000609519587743191 -0.000526403280323593 0.000858868510001669 0.0015515044051643
Stock impact report

Janus Henderson Research Fund Q3 2025 Portfolio Review [Seeking Alpha]

Applovin Corporation - Class A (APP) 
Company Research Source: Seeking Alpha
An overweight position in enterprise software company Intuit (INTU) also detracted from relative results. Contributors to relative performance included AppLovin (APP), the developer and owner of a mobile marketing platform that matches developers with advertisers looking to be featured on apps and digital games. NVIDIA (NVDA), another notable contributor, is a leading global supplier of data center graphics processing units (GPUs) used in AI infrastructure. tadamichi/iStock via Getty Images The following segment was excerpted from the Janus Henderson Research Fund Q3 2025 Commentary. Portfolio review An underweight position in device and services company Apple ( AAPL ) detracted from relative performance, as the stock outperformed during This article was written by Quick Insights AAPL's elevated valuation, persistent uncertainty around iPhone sales momentum, and delays in launching its conversational Siri AI assistant support a continued underweight stance. Despit Show less Read more
Impact Snapshot
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Time And Velocity Analysis
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